Slide 1 of 9
7 Deadly Sins That Hurt Performance for Advisors

DEADLY SIN # 7: Failure to Sow Your O.A.T.S.

Once you have freed yourself of the first six deadly sins, you can still continue to improve by: Optimizing your practice with small tweaks at each segment of the process to increase efficiency; Automating your processes; Team-building; and Systematizing your practice. You are guilty of sin #7 if you aren't doing all of the above and measuring the results of your efforts.